customer engagement strategies
"What we need to do in “FinTech” is to find a way to apply a different kind of AI - Advisor Intelligence." - Adam Holt, Asset-Map
Let's take a moment to say goodbye to 2017 with a review of some of the best articles and discussions that the Institute for Innovation Development developed through the year.
The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack
90% of the world’s existing data has been created in the last 2 years!
We approach the needs of the financial services space as a legacy problem that can be solved through technology." Peter Hans, CEO Harvest Exchange
Our technology is not supplanting the advisor’s historical relationship, we’re in fact enhancing it. We’re not a robo product, we’re a bionic advisor product." JeremyFloyd, President & CEO, Finworx
" Identifying each person's financial personality regarding how that drives decision making, will reduce costly complaints." Leon Morales, DNA Behavior International
There are plenty of inventions, but substantially fewer true innovations. Confusing the two is commonly done as proven by our highlighted articles below.
“The paradigm of the client doing business with me on my terms has changed into me, the advisor, doing business with the client on their terms.” Jeremy Floyd, BPV Capital Management
Reporting interesting comments made from cross-industry innovation leaders on day 1 of the Front End of Innovation Conference 2016 in Boston:
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